AgencyZoom + EZLynx

Update leads in AgencyZoom when applicants are modified in EZLynx

Streamline your insurance agency operations with this efficient workflow. When an applicant's information is modified in EZLynx, the changes are instantaneously reflected in the AgencyZoom's Lead details. This automation ensures your lead data remains consistently updated, thereby saving time and preventing data entry errors. Stay ahead with this real-time solution, enabling seamless interplay between EZLynx and AgencyZoom.

Streamline your insurance agency operations with this efficient workflow. When an applicant's information is modified in EZLynx, the changes are instantaneously reflected in the AgencyZoom's Lead details. This automation ensures your lead data remains consistently updated, thereby saving time and preventing data entry errors. Stay ahead with this real-time solution, enabling seamless interplay between EZLynx and AgencyZoom.

  1. When this happens...
    EZLynxEZLynx
    Modified Applicant

    Triggers when an applicant is modified.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Update Lead

    Update a lead in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • EZLynx triggers, actions, and search

    New Applicant

    Triggers when a new applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Document

    Triggers when a new document is added.

    Trigger
    Instant
    Try It
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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ezlynx logo
ezlynx logo

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier